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Xero
Master Xero with expert guidance on bookkeeping, payroll, BAS, and reporting. We help business owners and bookkeepers optimise Xero to stay compliant, automate workflows, and keep their records audit-ready. Discover shortcuts, system updates, and ways to get more from your accounting software every month.
Xero How To: Create A Recurring Invoice
In this quick video, I will show how to create a recurring invoice in Xero. Ideal for maintenance contracts, where Xero will automatically email an invoice
Xero How To Create A Sale Invoice
In this quick video, I will show you how to create a sales video in Xero and email it directly to your client with a credit card payment link
Xero Tutorial: Payment Terms on Invoices
In this video, I will quickly show you how to set up payment terms including EOM (end of month) payment terms which is not clear from the Xero documentation.
How To Integrate Xero & eWay - Credit Card Facility for Your Invoices
One of the great integrations with Xero is eWay, an online payment gateway. Your customers will be able to pay directly from your invoices by credit card.
Multiple Transactions for One Bank Entry in Xero
Sometimes you will want to split one payment up over multiple accounts or apply the payment over departments using tracking categories.
New Xero Feature - Email Invoices or Documents Directly To Xero
Xero have just added a new feature - the ability to email files directly to your Xero account so that you can attach those invoices to your transactions.
Bank Reconciliations in Xero
This video is provides an overview of how to process a number of different types of transactions in Xero including: ...
Xero - How To Process Prepayments or Payments In Advance
A real trick for many people is how to handle prepayments, payments in advance or deposits on goods and services before the service or goods is delivered. Many people just leave the transaction as unr
Xero Tip: Use the Built In Calculator - Very Handy
Xero Tip: Use the Built In Calculator - Very Handy
Xero How To Allocate Expenses Claim To Loan Account
Quick Video: Xero has a very handy system for handling expenses claims for those expenses you pay in cash, from your personal account or credit card.
Xero How To Apply Credit Notes to Outstanding Invoices
Xero How To Apply Credit Notes to Outstanding Invoices
Xero How To: Add Paypal Payment Option To Your Invoices
Xero How To: Add Paypal Payment Option To Your Invoices
Xero: How To Create Quotes Using Purchase Orders
Xero: How To Create Quotes Using Purchase Orders
Xero: Providing Customer Access To Their Invoices
Xero: Providing Customer Access To Their Invoices
Xero How To Remove Duplicate Entries in Paypal Xero Bank Feeds
Xero How To Remove Duplicate Entries in Paypal Xero Bank Feeds
Xero Video How To: Creating a Receipt for Paid Invoices
Sometimes clients want a receipt or an invoice showing that the full amount has been paid and no amounts are owing. Xero invoices when paid will show the payment details.
How To Create a Custom Report via Layouts in Xero.
Quick video and detailed instructions on how to get reports that show you exactly what you need. Plus free pdf step by step procedure.
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